Privacy Statement

VAULT GROUP understands the importance of safeguarding the privacy and security of the personal information we collect from our clients. We are committed to providing accurate and efficient service while protecting your information. This policy outlines what information we collect, how we use it, and the measures we take to ensure its protection.

Protecting your privacy and maintaining your trust are our top priorities. We take our responsibility to safeguard the privacy and security of our clients seriously. With this in mind, we want to ensure you understand how we protect your privacy when collecting and using your information, as well as the steps we take to keep it secure.

We collect certain nonpublic personal identifying information about you, such as your name, address, and social security number, from various sources, including applications, forms, and communications with you or your authorized representatives. Additionally, we gather information about your brokerage accounts and transactions.

We do not disclose the nonpublic personal information we collect about our clients to anyone except those necessary to provide authorized services and facilitate transactions, including broker-dealers, custodians, and independent managers. We may also disclose information to regulatory authorities, legal professionals, and auditors, as required by law.

In certain circumstances, we may be permitted to disclose your information to governmental agencies and third parties who perform administrative or marketing services on our behalf. Rest assured that we prohibit these parties from using or sharing your information for any other purpose.

We restrict access to your nonpublic personal information to employees who require it to service your account. We have implemented physical, electronic, and procedural safeguards in accordance with federal and state standards to ensure the security of your information.

Please note that our policy on obtaining and disclosing information may change over time. In the event of any material changes to this policy, we will provide you with advance notice before implementing the changes.

Your privacy is important to us, and we are committed to upholding the highest standards of confidentiality and security. If you have any questions or concerns regarding our privacy policy, please don't hesitate to contact us.